With few exceptions, the contents of the drop-down lists within AdvisorEngine CRM can be customized through List Maintenance.
Navigate to Settings > List Maintenance.
Drop-down lists that can be customized are listed in the top Grid alphabetically. Locate the list you wish to modify and click on that row.
All the options currently contained in that list will appear in the lower Grid. From here you can add to, edit, or delete list options.
Not every list can be edited. These lists will not appear in the top window.
Some list fields contain default options that cannot be edited or deleted. These built-in options will not have edit or delete buttons listed in the lower Grid.
Existing options are displayed and may be modified by clicking Edit in the Commands column. Editing an existing item will change it wherever it is in use.
You may remove options by clicking Delete . You may be unable to remove items that are in use in the CRM.
To add a new option, click Value and a Description, then click Add at the end of the row to save your option. above the lower Grid. An empty row will appear in the lower Grid. Enter in a
Linking Assets to Actions
Like many other components of AdvisorEngine CRM, Assets may be linked to an Action to easily access data about the Asset when reviewing the Action. Please see Linking Items to Actions for general details on how linked items work. To link an Asset to ...
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Outlook Add-in Is Missing
If installed and enabled, the Outlook Add-in should appear above the list of email messages in the Outlook Mail section. If the add-in stops loading when it previously worked, try the following steps to re-enable it: Check Slow and Disabled COM ...
Installing the Outlook Add-in
Before you begin installation of the Local Outlook Add-in, verify that you meet the Email Integration system requirements. Note: The Local Outlook Add-in will not work with the web application version of Outlook. If you currently use only the web ...
Outlook Add-in: Contact Export
The Local Outlook Add-in enables users to export contact data from AdvisorEngine CRM to Microsoft Outlook. This is a one-way synchronization. Due to limitations of Microsoft Outlook Contacts, primarily only Person 1’s contact info on a Record is ...